Aviator Financial provides ongoing portfolio management based on your individual goals, risk tolerance, and time horizon. They create a plan to help select a portfolio that fits your specific situation. Aviator Financial also offers financial planning covering investments, insurance, taxes, retirement, college, and debt/credit.
Assets Under Management$19M
Clients117
Advisors1
Avg. per Client$160K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $350K | 1.20% |
| $350K+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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